Full-Time
HOA Relationship Manager
Servbank
11-50 employees
Retail bank offering loans and subservicing
No salary listed
Phoenix, AZ, USA
In Person
 Sales & Account Management (1) |
|---|
- Bachelor’s degree in finance, Business Administration, Economics, or a related field.
- Minimum of 5 years of experience in Deposit and Treasury Management Sales or related fields; equivalent combination of education and experience will be considered.
- Knowledge of state and federal banking regulations, operational policies, and the Bank’s products and services.
- Strong verbal, written, and interpersonal communication skills.
- Ability to solve complex problems in non-standardized situations.
- Self-motivated with the ability to work independently and collaboratively.
- Proactively generate new business by identifying market opportunities through cold calls, warm leads, and referrals within the HOA and property management sectors.
- Drive sales growth by understanding the unique needs of HOAs and property management companies, and effectively cross-selling treasury products and services.
- Maintain a dynamic sales pipeline and provide real-time updates using CRM tools.
- Collaborate closely with the Sales Team to educate and expand product offerings to HOA and property management clients through on-site and remote meetings.
- Stay updated on industry best practices and product knowledge related to the Bank’s suite of services.
- Provide exceptional customer service, handling inbound inquiries, training requests, and support related to Deposit, Treasury Management, and Online Banking products specifically tailored for HOAs and property management companies.
- Ensure accuracy and completeness of customer agreements, maintenance requests, and cancellation forms.
- Adhere to all regulatory requirements and internal policies governing financial services.
- Demonstrate professionalism in communication and teamwork with clients, peers, and management.
- Uphold high standards of work quality, attendance, appearance, and professionalism.
- Comply with Company Policies & Procedures and relevant local, state, and federal laws.
- Perform additional duties as assigned by supervisors or management.
- Attend training sessions to maintain knowledge of financial industry regulations and compliance standards.
- Experience with customer relationship management tools such as Salesforce preferred.
1) What it does: Servbank is a financial institution that provides personal banking services (checking, online and mobile banking) and loan services, including mortgage-related offerings, with additional subservicing services for other lenders. 2) How its products work: Customers access accounts via online and mobile apps to manage checking, transfers, and payments. The bank originates and services loans, earning interest, banking fees, and servicing fees. Subservicing means it handles loan administration on behalf of other lenders under separate agreements. 3) How it differs from competitors: It combines local roots (Phoenix-based presence) with national reach through digital channels, and adds a B2B subservicing capability for other lenders alongside consumer banking. 4) The goal: to provide accessible personal banking nationwide while efficiently managing loan servicing for external lenders, supporting homeowners and individual customers.
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Oswego, Illinois
Founded
1994
Simplify's Take
What believers are saying
- IF Bancorp acquisition on March 12, 2026 expands Illinois footprint.
- Walter Hasselbring III joins board enhancing community expertise.
- Mortgage subservicing portfolio expands per Fitch Ratings October 2024.
What critics are saying
- IF Bancorp integration fails delaying Q4 2026 conversion causing outflows.
- OCC enforces restrictions on 11-state licenses halting expansion.
- Subservicing contracts lost to Mr. Cooper eroding B2B revenue.
What makes Servbank unique
- Servbank integrates advanced subservicing platform from 2015 into acquired banks.
- Holds loan servicer licenses in 11 states for national B2B reach.
- Combines community banking roots with fintech technology leadership.
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Benefits
Health Insurance
Paid Vacation
Paid Sick Leave
Performance Bonus
Company News
ServBanc Holdco, Inc. completes acquisition of IF Bancorp, Inc. OSWEGO, Ill., March 12, 2026 /PRNewswire/ - ServBanc Holdco, Inc. ("ServBanc"), the holding company for Servbank, National Association ("Servbank") and IF Bancorp, Inc. ("IF Bancorp") (NASDAQ: IROQ), the holding company for Iroquois Federal Savings and Loan Association ("Iroquois Federal"), jointly announce today the closing of ServBanc's acquisition of IF Bancorp and Iroquois Federal. ServBanc is led by Stavros Papastavrou, Chairman of the Board, a seasoned financial services executive with decades of industry experience. Mr. Papastavrou provides strategic leadership and oversight as ServBanc and its subsidiary bank, Servbank, continue to focus on sustainable growth and operational excellence. Headquartered in Oswego, Illinois, the completion of this acquisition expands Servbank's financial footprint further in the Illinois market. "This acquisition represents a strategic step forward as Servbank continues to grow its presence. We are excited to collaborate with the Iroquois team, whose deep community roots and customer-focused approach align closely with our own. Together, we will build on that foundation to support our communities and strengthen the organization for the future," said Mr. Papastavrou. "At its core, this acquisition is about people- our customers, our employees, and the communities that rely on us. By coming together, we are strengthening our ability to serve while preserving the relationship-driven, community-focused approach that has always defined Iroquois Federal. We look forward to growing with the Iroquois Federal team, entrenching our commitment to the communities, and providing best in class service to our customers," said Servbank CEO, Donald Satiroff. The long-term strategic plan for Servbank's acquisition of Iroquois Federal includes integration of the established and recognized Servbank subservicing platform, including technology and personnel. In connection with the acquisition, the Servbank board of directors has appointed Walter "Chip" Hasselbring III, as a director to its board, effective as of March 12, 2026. Mr. Hasselbring previously served as the CEO and Chairman of the board of directors for Iroquois Federal. Former branch offices of Iroquois Federal will continue operating under the name, "Iroquois Federal Savings and Loan Association, a division of Servbank, N.A." until the customer and data conversion is completed, which is anticipated to occur in the fourth quarter of 2026. Performance Trust Capital Partners, LLC served as financial advisor and Hunton Andrews Kurth LLP served as legal counsel to ServBanc Holdco, Inc. Keefe Bruyette & Woods, Inc., a Stifel Company, served as financial advisor and Luse Gorman, PC served as legal counsel to IF Bancorp, Inc. About ServBanc Holdco, Inc. ServBanc is the parent company of Servbank, a national banking association focused on delivering relationship-based banking solutions supported by modern technology and strong regulatory governance. Servbank provides a full suite of deposit, lending, and financial services to individuals, businesses, and institutional clients, with an emphasis on stability, compliance, and long-term value creation. Through its banking platform, Servbank supports strategic growth initiatives while maintaining a disciplined approach to risk management and customer service, aligning innovation with the strength of a regulated financial institution. As of December 31, 2025, ServBanc had, on a consolidated basis, total assets of $995 million, deposits of $600 million, and total equity capital of $210 million. Forward-Looking Statements This press release contains forward-looking statements, including, but not limited to, statements regarding the business of ServBanc, IF Bancorp and other matters. Any statements about its expectations, beliefs, plans, predictions, protections, forecasts, objectives, assumptions or future events or performance are not historical facts and may be forward-looking statements. Forward-looking statements are typically, but not exclusively, identified by the use of forward-looking terminology such as "believes," "expects," "could," "may," "will," "should," "seeks," "likely," "intends" "plans," "pro forma," "projects," "estimates" or "anticipates" or the negative of these words and phrases or similar words or phrases that are predictions of or indicate future events or trends and that do not relate solely to historical matters. Forward-looking statements are subject to risks and uncertainties and are not guarantees of future performance and actual results may differ materially from those expressed or contemplated by the particular forward-looking statement, and, therefore, you are cautioned not to place undue reliance on such statements. Further, any forward-looking statement speaks only as of the date on which it is made, and The AI Journal Ltd. undertake no obligation to update any forward-looking statement to reflect events or circumstances after the date on which the statement is made or to reflect the occurrence of unanticipated events or circumstances, except as required by applicable law. Servbank N.A. NMLS #203463. Equal Housing Lender. Member FDIC. SOURCE Servbank
/PRNewswire/ -- ServBanc Holdco, Inc. ("ServBanc"), the holding company for Servbank, National Association ("Servbank") and IF Bancorp, Inc. ("IF Bancorp")...